Electric Vehicles Thread (Bikes, Cars, Trucks, etc.)
- Thread starter Let God Arise
- Start date
China's EV sector is in bad shape, must like it's wider economy. Or maybe the Changs just realized that building cars to let them rot on parking lots is ultimately not a winning strategy and now the bubble must be deflated.
I like how you cope yourself into looking at only the past couple months. Were you that proud of this news that you decided to repost this from pages ago?
Last edited:
For undisclosed and unstated reason the CCP hydra with its many heads gets really upset whenever the crumbling Chinese EV sector gets mentioned in any setting that doesn't limit itself to flowery language, manufactured graphs and over the top praises. It's really weird, just check the comments on any EV mention on Twitter for example, wumaos immediately assemble in great numbers to harass, brigade and out-shout the initial message in the comment section. Happens every single time.
A month on month 20 percent decrease in output and cumulative loss of 60 billion USD on the stockmarket is nothing short of a cave-in. Still haven't figured out what's with all the sentitivities regarding Chinese junk EVs and it's collapsing industry though, Western travel agencies should start considering including that issue into their blacklist of sensitive and not to mention topics whilst visiting China. From here on those are Taiwan, Tibet, Xinjiang genocide, Falun Gong, Xi's purges, HK protests, any moderate comments about Takaichi, Tiananmen Massacre and China's shit-tier EVs and crumbling EV industry.
Last edited:
The three T's and EV's!
BYD's market cap is $124 billion, about the same as last year, your sources are not serious.
Chart to Feb 26:
BYD (002594.SZ) - Market capitalization
As of February 2026 BYD has a market cap of $124.32 Billion USD. This makes BYD the world's 169th most valuable company according to our data.
companiesmarketcap.com
If I wanted to engage in lowbrow anti-China propaganda, I would stick with the Sterzel goyslop and the usual clichés from 2010, and carefully steer away from any mention of China's remarkable and unprecedented industrial success in the auto industry. Muh Uyghur holocaust!!!
BYD's market cap is actually very undervalued relative to their sales, growth pattern and global tech leadership position.
Note that BYD's market cap has grown by 15% since the publishing of this recent chart.
BYD sales up 31% yoy, Geely up 59%. This kind of puts in perspective their momentum, and the scale of the BS that people like Sterzel have to pull in order to keep their fake narratives about the Chinese auto industry going.
How much of that 31% yoy increase was from the fake used car sales Ken-Cao described? How do you go from up 31% in 2025 to down 39% in Jan. 2026 compared to Jan 2025?
BYD sales up 31% yoy, Geely up 59%. This kind of puts in perspective their momentum, and the scale of the BS that people like Sterzel have to pull in order to keep their fake narratives about the Chinese auto industry going.
The growth numbers are high for BYD and Geely because on the marketing grid, they are both in new markets and in a new product segment (EVs), whereas the other brands are in mature markets and product life cycles, having already fully invested every market around the world.
Last edited: